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PGP

PIMCO Global StockPLUS & Income Fund

21 hedge funds and large institutions have $6.82M invested in PIMCO Global StockPLUS & Income Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.04% more ownership

Funds ownership: 3.76%3.8% (+0.04%)

5% less funds holding

Funds holding: 2221 (-1)

22% less capital invested

Capital invested by funds: $8.75M → $6.82M (-$1.93M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1
MSI Financial Services
Massachusetts
$1.94M +$30.9K +1,477 +1%
LPL Financial
2
LPL Financial
California
$1.3M -$137K -6,550 -8%
TCM
3
Traynor Capital Management
Pennsylvania
$1.21M +$827K +39,579 +124%
Morgan Stanley
4
Morgan Stanley
New York
$617K -$175K -8,353 -19%
Bank of America
5
Bank of America
North Carolina
$420K +$125K +5,991 +32%
VKH
6
Virtu KCG Holdings
New York
$290K +$359K +17,165 New
NPC
7
National Planning Corporation
California
$220K -$48.9K -2,342 -16%
Ameriprise
8
Ameriprise
Minnesota
$212K +$65.8K +3,150 +34%
UBS Group
9
UBS Group
Switzerland
$158K -$131K -6,286 -40%
BAM
10
Bruderman Asset Management
New York
$138K +$6.06K +290 +4%
FFC
11
First Financial Corp
Indiana
$124K
AIG
12
American International Group
New York
$49.1K
HI
13
Hudock Inc
Pennsylvania
$34K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$34K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$23K -$2.36K -113 -8%
HA
16
Harfst & Associates
Wyoming
$18K +$21.6K +1,035 New
Wells Fargo
17
Wells Fargo
California
$16K +$10.6K +505 +123%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$7K
Citigroup
19
Citigroup
New York
$3K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$3K
GWM
21
Gupta Wealth Management
California
$2K +$2.09K +100 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
-$505K -22,699 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$334K -15,026 Closed
Creative Planning
24
Creative Planning
Kansas
-$7K -325 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$4K -200 Closed

PGP Hedge Fund Activity: Q2 2015 in Review

21 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2015, worth a combined $6.82M — down 22% from $8.75M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PGP and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Traynor Capital Management, adding an estimated $827K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $505K sold.

  • 21 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2015, down from 22 in Q1 2015.
  • Funds reported $6.82M of PIMCO Global StockPLUS & Income Fund stock for Q2 2015, down 22% quarter-over-quarter.
  • 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2015 and 4 closed out, a net change of -1 holder.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2015 was Traynor Capital Management, an estimated $827K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2015 was Commonwealth Equity Services, an estimated $505K sold.

Based on aggregated 13F filings for Q2 2015.